Chad Epting is a financial advisor with Edward Jones in Concord, NC, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He worked at ProEquities, Inc. and Protective Life from 2003 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its large network of advisors and branches, offering fiduciary advisory services and affiliated investment capabilities.

Jolie Bishop is a financial advisor with Ameriprise in Huntersville, NC, holding a Series 66 designation. She has been with Ameriprise since 2023 and has prior experience in education and hospitality, including five years at Midwood Smokehouse and four years at Auburn University. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michael Pfeffer is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Amber Robinson is a financial advisor with Ameriprise in Huntersville, NC, holding CFP®, ChFC®, and Series 66 designations and bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, she is a co-owner of RGAA, LLC, which supports her practice operations. Ameriprise serves individuals approaching or in retirement, primarily those with at least $1 million in net investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Rubin is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is based in Huntersville, NC, and holds a Series 66 license. Outside of his advisory role, Rubin is a part owner of an e-commerce business focused on wholesale product research and sales on Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

Noah Allmaras is a CFP® professional with seven years of industry experience, currently affiliated with Edward Jones since 2022. Prior to Edward Jones, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC, as well as The Vanguard Group Inc. and PNC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Jones is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2009 and currently operates Optio Wealth Management LLC, an independent financial practice based in Huntersville, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using proprietary research and tools to develop tailored recommendations. The firm integrates advisory services with various financial products and referral channels.

Rocky Ward is a financial advisor with Edward Jones in Mooresville, NC, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and is also a partner at Guru Products, LLC, a company that sells baseball software. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network, comprehensive service offerings, and its fiduciary standard in providing advisory services.

Brandi Behlke is a financial advisor at Fidelity with nine years of industry experience. She holds the CFP® and Series 66 credentials and previously worked at Edward Jones and Blue Ridge HealthCare. Behlke serves on the boards of the Good Samaritan Clinic and Morganton Burke Crimestoppers, nonprofit organizations focused on community support and crime prevention. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Jean Rene Pelletier is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems, as well as positions outside the financial industry such as at The Home Depot. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicole Wiggins is a financial advisor at LPL Enterprise with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has worked previously at TradeStation Securities, Ally Invest Securities, GoHealth LLC, Wells Fargo Clearing, and Fidelity Investments. Outside of her advisory role, she is an independent licensed insurance agent selling Medicare and life insurance products to family and close friends. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Debra Schneider is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

John Misle is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including 14 years at Lincoln Financial Securities Corporation and over four decades at Pilot Life Insurance Co. Misle serves as a board member of the Sportsmans Club of Charlotte and volunteers on a high school reunion committee. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, institutional plans, charitable organizations, and trusts. The firm offers a variety of investment implementation options through proprietary and third-party strategies, delivered by a nationwide network of independent financial professionals.

Jeffrey Mccue is a financial advisor with Cambridge Investment Research Advisors in Concord, NC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include seven years at LPL Financial and Securities America Advisors, among other firms. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates—providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers various portfolio management solutions and employs both proprietary and third-party investment strategies tailored to client objectives.

Bill Izykowski is a Financial Consultant with experience in providing tailored financial planning services. Currently, he works with clients to develop customized financial plans aimed at achieving their unique short- and long-term financial goals. He served as Vice President and Financial Consultant at Charles Schwab from 2017 to 2024, where he gained experience in financial consulting and advising. Outside of his professional work, Bill has personal interests that include baseball, boating, fitness, football, golf, and outdoor adventures.

Luis Mora is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Capital Management and TIAA. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Adrian Nagy is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Northwestern Mutual and Steinhafels. In addition to his advisory role, he serves as an officer in the Army Reserves and owns a consulting business that helps veterans navigate the VA benefits system. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements and various programs including wrap and money-manager options.

Roy Boone is a financial advisor at Edward Jones in Mooresville, North Carolina, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as a trustee managing family tree farms in Mooresville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary managed solutions and tax-efficient services.

Joseph Michalski is a CFP® professional with 25 years of industry experience, currently affiliated with Wells Fargo Clearing since 2023. His prior experience includes roles at First Citizens Asset Management and First Citizens Investor Services, Inc. He serves as a board member for Big Brothers Big Sisters Cabarrus Leadership Council and works as a high school athletics referee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Ricky Meeks Jr. is a financial advisor with Raymond James Financial in Kannapolis, NC, holding Series 63 and Series 66 credentials with 32 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and Raymond James Financial since 2009. Outside of advising, Meeks is involved in property development and management through several real estate ventures, including Carolina Property Holdings LLC and RBM Property Investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.